FD
FD

Fred Dyck

13 Years of Experience
Buford, GA
2 DisclosuresBrokerSells Insurance

Fred Dyck is a registered investment advisor at Bankers Life Advisory Services, INC., based in Buford, GA, with 13 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

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Location

22 Buford Village Way Ste 200, Buford, GA, 30518

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2004
Criminal
February 1983
Final Disposition
Other Business ActivitiesSells Insurance

Fred is an agent for Bankers Life and Casualty Company, appointed with KFA through BLC. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2017 - Present · 8 yrs 11 mos
Bankers Life Securities, INC.Broker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Uvest Financial Services Group, INC.
March 2009 - October 2009 · 7 mos
Uvest Financial Services Group, INC.Broker
March 2009 - October 2009 · 7 mos
Uvest Financial Services Group, INC.
February 2005 - May 2008 · 3 yrs 3 mos
Uvest Financial Services Group, INC.Broker
February 2005 - May 2008 · 3 yrs 3 mos
Prudential Financial Planning Services
June 2004 - September 2004 · 3 mos
Pruco Securities, LLC.Broker
March 2004 - September 2004 · 6 mos
American Express Financial Advisors, INC.
December 2003 - January 2004 · 1 mo
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Fred Dyck - Financial Advisor | TrueAdvisor